CI2G.L vs. INCO
Compare and contrast key facts about Amundi MSCI India UCITS ETF USD (CI2G.L) and Columbia India Consumer ETF (INCO).
CI2G.L and INCO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CI2G.L is a passively managed fund by Amundi that tracks the performance of the MSCI India NR USD. It was launched on Apr 18, 2018. INCO is a passively managed fund by Ameriprise Financial that tracks the performance of the Indxx India Consumer Index. It was launched on Aug 10, 2011. Both CI2G.L and INCO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CI2G.L or INCO.
Key characteristics
| CI2G.L | INCO | |
|---|---|---|
| YTD Return | 11.23% | 16.60% |
| 1Y Return | 21.67% | 30.56% |
| 3Y Return (Ann) | 7.73% | 12.19% |
| 5Y Return (Ann) | 11.61% | 14.15% |
| Sharpe Ratio | 1.45 | 2.40 |
| Sortino Ratio | 1.93 | 3.42 |
| Omega Ratio | 1.29 | 1.41 |
| Calmar Ratio | 2.80 | 2.64 |
| Martin Ratio | 10.04 | 11.74 |
| Ulcer Index | 2.12% | 2.79% |
| Daily Std Dev | 14.66% | 13.55% |
| Max Drawdown | -37.13% | -47.69% |
| Current Drawdown | -7.61% | -12.41% |
Correlation
The correlation between CI2G.L and INCO is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CI2G.L vs. INCO - Performance Comparison
In the year-to-date period, CI2G.L achieves a 11.23% return, which is significantly lower than INCO's 16.60% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CI2G.L vs. INCO - Expense Ratio Comparison
CI2G.L has a 0.80% expense ratio, which is higher than INCO's 0.75% expense ratio.
Risk-Adjusted Performance
CI2G.L vs. INCO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI India UCITS ETF USD (CI2G.L) and Columbia India Consumer ETF (INCO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CI2G.L vs. INCO - Dividend Comparison
CI2G.L has not paid dividends to shareholders, while INCO's dividend yield for the trailing twelve months is around 3.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
CI2G.L Amundi MSCI India UCITS ETF USD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INCO Columbia India Consumer ETF | 3.27% | 3.81% | 10.57% | 6.25% | 0.34% | 0.28% | 0.12% | 0.05% | 0.09% | 0.00% | 0.08% |
Drawdowns
CI2G.L vs. INCO - Drawdown Comparison
The maximum CI2G.L drawdown since its inception was -37.13%, smaller than the maximum INCO drawdown of -47.69%. Use the drawdown chart below to compare losses from any high point for CI2G.L and INCO. For additional features, visit the drawdowns tool.
Volatility
CI2G.L vs. INCO - Volatility Comparison
The current volatility for Amundi MSCI India UCITS ETF USD (CI2G.L) is 3.49%, while Columbia India Consumer ETF (INCO) has a volatility of 3.89%. This indicates that CI2G.L experiences smaller price fluctuations and is considered to be less risky than INCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.